Investment Operations Assistant

Morris Financial Concepts, Inc.
29464, Mount Pleasant
Starting around $45k per year plus benefits.
Closing date
Dec 22, 2021

View more

Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

Investment Operations Assistant Needed for Growing and Reputable Financial Planning Firm

Morris Financial Concepts is a strong, growing, independent, fee-only financial planning firm located in Mount Pleasant, SC.  We are passionate about providing our clients with a high level of service and developing strategies to help realize their life goals in such a way that aligns both their financial resources and their personal values.

We are seeking a full-time investment operations assistant to help us provide the highest level of service to our clients.  This individual will be responsible for but not limited to:  providing client service through investment account maintenance (account openings / closings / transfers – not necessarily trading) and processing money movement request (checks, wires, EFT’s, etc.) from investment accounts. Additionally, this individual will manage internal investment systems and processes including quarterly reports to clients and reviewing alerts on the custodial systems.

The ideal candidate will have 1-3 years experience in any of the following fields: RIA firms, broker/dealers, financial custodian operations, accounting, or banking. The perfect individual for this role will also be well-organized, a quick learner, embrace a high standard for attention to detail and follow-through, possess the ability to multi-task, demonstrate strong analytic skills, be a strong communicator in both written and verbal formats, and highly self-motivated. 

We require applicants hold a college degree from an accredited university and expect our hire to acquire the Series 65 designation within 6 months of their start date. Investment management experience and knowledge of custodial platforms particularly Schwab and Fidelity is helpful.

The full-time position is available immediately.  Office hours are 8:30 a.m. to 5:00 p.m. Monday through Friday.  Benefits include:  health insurance reimbursement, retirement plan participation and match, 11-12 paid holidays, a flexible vacation policy, phone and internet coverage, continuing education support and a great group of fun and supportive co-workers.

For more information about Morris Financial Concepts please visit

Apply for Investment Operations Assistant

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert